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HoganTaylor Wealth Recognized as a Top Firm by Assets Under Management from Accounting Today

July 03, 2024

HoganTaylor Wealth, a subsidiary of HoganTaylor, one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, was recently recognized as a Top 150 Firms by Assets Under Management (AUM) in the United States, according to Accounting Today.

"We are honored that HoganTaylor Wealth has again been named to this list," said Todd Wisdom, CEO of HoganTaylor Wealth. "This recognition reflects our commitment to serving our clients effectively and helping them achieve their personal and business objectives efficiently."

With $434,377,670 in AUM, HoganTaylor Wealth is the 89th largest AUM practice associated with a CPA firm in the U.S.

Accounting Today’s methodology for this study includes gathering annual data on the amount of AUM held by CPA financial planners, from the planners themselves, broker-dealers, and independent market research services. 

To learn more about HoganTaylor Wealth, visit their website.